In December 2022 I contributed money from my bank account to my Traditional IRA. I then converted it to my Roth IRA in January 2023.
In my 2022 taxes, I did not file a form 8606. My 1099-R was $0 and my traditional IRA 5498 form had the 6,000 contribution noted on it. I did not file a form 8606 in 2022 since the turbotax screens mentioned if I plan to contribute in Jan 2023 - Apri. 2023, which I did not since I contributed in December. I then contributed 6500 for 2023 within 2023, same as usual.
Now when I am submitting my taxes, my 1099-R is marking a contribution of 6,000 + 6500 = 12,500. It is either saying I overcontributed, or I have to pay fees since it's marking 6,000 as income.
Was I supposed to submit a 8606 for 2022 since my conversion was in 2023? For is something wrong with the software to be marking me with errors? If I amend 8606 for 2022, do I do this before I submit my 2023 taxes?
